Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSADF (MS&AD Insurance Group Holdings Inc) | 23.69% | 15.98% | 39.24% | 8.85% | 7.31% | 7.25% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/09/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSADF (MS&AD Insurance Group Holdings Inc) | 04/09/2008 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.27 | 15.98 | 39.24 | 8.85 | 7.31 | 7.25 | NA | … | … | 23.69 | 10.53 | 74.78 | 38.89 | -161.01 | -180.04 | -6.64 | 24.26 | -11.73 | 8.89 | 11.75 | 21.83 | -6.90 | 35.65 | 12.85 | -21.91 | -6.12 | -2.89 | -30.76 |
| Sharpe Ratio | NA | 0.20 | 0.73 | NA | NA | NA | NA | … | … | 0.64 | 0.15 | 1.42 | 1.89 | NA | NA | -0.20 | 2.07 | -0.68 | 0.57 | 0.39 | 0.69 | -0.37 | 1.19 | 0.44 | -0.66 | -0.25 | -0.06 | -0.52 |
| Standard Deviation(%) | NA | 55.26 | 47.30 | NA | NA | NA | NA | … | … | 61.57 | 50.15 | 50.02 | 18.79 | NA | NA | 33.62 | 11.02 | 19.46 | 14.61 | 29.22 | 31.55 | 18.78 | 29.91 | 29.13 | 33.01 | 24.89 | 48.69 | 77.63 |
| Draw Down(%) | NA | 19.53 | 25.23 | 174.10 | 174.10 | NA | NA | … | … | 15.25 | 21.60 | 16.82 | 7.67 | 166.02 | 172.99 | 25.52 | 2.77 | 17.44 | 9.46 | 20.81 | 23.07 | 22.28 | 19.75 | 32.65 | 29.79 | 25.98 | 35.50 | 54.76 |
| Yield(%) | 0.00 | 4.32 | 4.12 | 111.26 | 62.80 | 52.78 | 22.59 | … | … | 2.33 | 3.20 | 3.81 | 8.18 | 262.19 | 281.11 | 4.21 | 4.74 | 3.60 | 3.32 | 2.83 | 2.22 | 2.05 | 2.87 | 3.62 | 2.83 | 2.32 | 2.06 | 0.62 |
Data as of 06/04/2026, Common starting date is 04/09/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSADF (MS&AD Insurance Group Holdings Inc) |
-25.55%
Oct 2019 – Oct 2022 |
-14.76%
Oct 2017 – Oct 2022 |
-2.56%
Apr 2013 – Apr 2023 |
-3.19%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSADF (MS&AD Insurance Group Holdings Inc) |
43.29%
Feb 2023 – Feb 2026 |
19.82%
Jun 2012 – Jun 2017 |
8.24%
Feb 2016 – Feb 2026 |
6.78%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart